[organization name] [date] in consultation with:
TRANSCRIPT
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Sustainability Action Plan
[Organization Name][Date]
In consultation with:
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[Organization Name]
[Insert organization overview here. Include:
Who We AreWhat We DoWho Is Our Audience]
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Our Team
Team Member Department Role
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Sustainability Definition
[State a definition of sustainability that captures the meaning and opportunities for your organization]
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Sustainability Vision and Mission
[Clearly state your organization’s long-term sustainability vision and/or mission. Use
words that will help direct the growth of your company. Be concise.]
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What are the visionary sustainability goals that your team and organization can embrace?
Examples: ◦ Zero waste◦ Net zero carbon emissions◦ Net zero energy◦ New product innovation ◦ A market leadership position in sustainability
Our Big Goals
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What potential financial (and other) returns from sustainable value make sense to your management team and organization?
Consider including:◦ Medium- or long-term returns from improving
your brand and how you communicate it ◦ Working with your suppliers and customers◦ Retaining and attracting talent because you are
an organization with sustainable values, etc.
Business Case
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State your near-term objectives. Examples:◦ 30% reduction in energy use in 2 years◦ Reducing energy use 3% annually for next 5 years◦ 20% reduction in waste disposal or sent offsite ◦ Development of a new product or market focused
on sustainability in the next 3 years ◦ Improving employee engagement by X% over three
years
Objectives
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Describe what you’ve achieved so far:◦ Forming your Sustainability Team◦ Launching projects (be brief, but specific)◦ Gaining support and awareness◦ Etc…
Share any recognition or awards
Accomplishments and Recognition
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Portfolio of Initiatives
Short-term, mid-term, and long-term
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Portfolio of InitiativesShort-term: 0 – 6 months
• Change 1• Change 2• Change 3
Business model and strategy
• Lighting program 1• Plug load mgmt 1• HVAC mgmt 1• Water mgmt 1• Waste mgmt 1• Other
Energy/resource management
• Employee engagement 1• Employee engagement 2• HR engagement 1• Stakeholder engagement 1
Behavior and culture change
• Business policy 1• Business practice 1• Procurement practice 1
Business policies/practices
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[Initiative name]
Financial Costs/BenefitsIntangible/Other Benefits
[Short description of the initiative here]
Replicate this page as necessary for each
initiative
Goals/Metrics: [Describe here how you will measure success]
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Summary of Initiatives: 0 – 6 months
Category: Business model and strategy
Description Projected Investment
Annual Cost Saving
Annual kWh Saving
Other Benefits/Savings(MT CO2, gallons, lbs., tons, intangible benefits)
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Summary of Initiatives: 0 – 6 months
Category: Behavior and culture change
Description Projected Investment
Annual Cost Saving
Annual kWh Saving
Other Benefits/Savings(MT CO2, gallons, lbs., tons, intangible benefits)
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Summary of Initiatives: 0 – 6 months
Category: Business policies and practices
Description Projected Investment
Annual Cost Saving
Annual kWh Saving
Other Benefits/Savings(MT CO2, gallons, lbs., tons, intangible benefits)
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Summary of Initiatives: 0 – 6 months
Category: Energy and resource management programs
Description Projected Investment
Annual Cost Saving
Annual kWh Saving
Other Benefits/Savings(MT CO2, gallons, lbs., tons, intangible benefits)
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Portfolio of InitiativesMid-term: 6 months – 2 years
• Change 1• Change 2• Change 3
Business model and strategy
• Lighting program 1• Plug load mgmt 1• HVAC mgmt 1• Water mgmt 1• Waste mgmt 1• Other
Energy/resource management
• Employee engagement 1• Employee engagement 2• HR engagement 1• Stakeholder engagement 1
Behavior and culture change
• Business policy 1• Business practice 1• Procurement practice 1
Business policies/practices
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[Initiative name]
Financial Costs/BenefitsIntangible/Other Benefits
[Short description of the initiative here]
Replicate this page as necessary for each
initiative
Metrics: [Describe here how you will measure success]
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Summary of Initiatives: 6 months – 2 years
Category: Business model and strategy
Description Projected Investment
Annual Cost Saving
Annual kWh Saving
Other Benefits/Savings(MT CO2, gallons, lbs., tons, intangible benefits)
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Category: Behavior and culture change
Summary of Initiatives: 6 months – 2 years
Description Projected Investment
Annual Cost Saving
Annual kWh Saving
Other Benefits/Savings(MT CO2, gallons, lbs., tons, intangible benefits)
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Category: Business policies and practices
Summary of Initiatives: 6 months – 2 years
Description Projected Investment
Annual Cost Saving
Annual kWh Saving
Other Benefits/Savings(MT CO2, gallons, lbs., tons, intangible benefits)
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Category: Energy and resource management programs
Summary of Initiatives: 6 months – 2 years
Description Projected Investment
Annual Cost Saving
Annual kWh Saving
Other Benefits/Savings(MT CO2, gallons, lbs., tons, intangible benefits)
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Portfolio of InitiativesLong-term: 2 – 5 years
• Change 1• Change 2• Change 3
Business model and strategy
• Lighting program 1• Plug load mgmt 1• HVAC mgmt 1• Water mgmt 1• Waste mgmt 1• Other
Energy/resource management
• Employee engagement 1• Employee engagement 2• HR engagement 1• Stakeholder engagement 1
Behavior and culture change
• Business policy 1• Business practice 1• Procurement practice 1
Business policies/practices
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[Initiative name]
Financial Costs/BenefitsIntangible/Other Benefits
[Short description of the initiative here]
Replicate this page as necessary for each
initiative
Goals/Metrics: [Describe here how you will measure success]
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Summary of Initiatives: 2 – 5 years
Category: Business model and strategy
Description Projected Investment
Annual Cost Saving
Annual kWh Saving
Other Benefits/Savings(MT CO2, gallons, lbs., tons, intangible benefits)
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Category: Behavior and culture change
Summary of Initiatives: 2 – 5 years
Description Projected Investment
Annual Cost Saving
Annual kWh Saving
Other Benefits/Savings(MT CO2, gallons, lbs., tons, intangible benefits)
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Category: Business policies and practices
Summary of Initiatives: 2 – 5 years
Description Projected Investment
Annual Cost Saving
Annual kWh Saving
Other Benefits/Savings(MT CO2, gallons, lbs., tons, intangible benefits)
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Category: Energy and resource management programs
Summary of Initiatives: 2 – 5 years
Description Projected Investment
Annual Cost Saving
Annual kWh Saving
Other Benefits/Savings(MT CO2, gallons, lbs., tons, intangible benefits)
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Metrics and Evaluation
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Evaluation strategy◦ Describe your high-level plan for measuring
success
Evaluation plan◦ Outline your detailed plan for how you will monitor
progress
Analysis of results vs. projection◦ Indicate how, when, and to whom you will evaluate
whether or not your plan achieved its goals
Metrics and Evaluation
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Reporting
◦ Distribution: How widely across the organization? External? (Relevant stakeholders)
◦ Timing/frequency
Metrics and Evaluation
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Financial Plan
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Financial Plan
[Outline a high-level financial plan that defines your financial strategy for funding your sustainability programs and projects .]
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List requirements for the following resources:◦ Personnel◦ Technology◦ Finances◦ Distribution◦ Marketing and Promotion◦ Products◦ Services◦ Education and Training◦ Other . . .
Resource Requirements
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Summarize the risks of key proposed projects and how they will be addressed.
Estimate expected rewards, particularly if you are seeking funding.
Summary of Risks and Rewards
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Conclusion
[Create a motivating and compelling summary that describes the impact your plan will have on your company, its stakeholders, and the world. Create a call to action.]